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something is going on with those Chinese companies if the equivalent Toyota costs twice as much to produce.

It could be close-to-free labor, subsidies, or a myriad other things... but it's something.



Lower pay (but relatively more employees), integrated development and manufacture (they don't subcontract parts like many western and possibly japanese mfgs do), support by regional govs etc., they also don't pay licenses to licensing orgs and bit by bit all of this accumulates. Also huge competition leading to relentless cost cutting.

Some links:

https://x.com/maxiaoalex/status/2062910018840854722

But mostly this one:

https://rhg.com/research/why-are-chinese-evs-so-cheap/




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